Back to Olo.com

CBS Northstar: Menu Mapping Instructions


Audience:

Menu Administrators, POS Specialists, Technical Teams

 

Description:

There are a number of tools available within Olo Menu Admin to assist with the process of mapping a menu to a CBS database. As you build out items within the Olo Company Menu, you would map the items and their modifiers to various entity types, which are all described below, under the “Mapping Instructions” section.

 

Helpful Links

 

 

Helpful Mapping Tool: The POS Menu Viewer

Upon entering the Olo Company Menu via Dashboard > Menu > Manage Company Menu, you will see the POS Menu Viewer tool in the top right-hand section of the screen. This tool can be used to browse the POS database for a specified store. The POS data will show you the structure within the database of any POS item you choose**.

**If you are unable to locate an item via the POS Menu Viewer, make sure that the item exists within the database of the store you are viewing the POS menu data for.

To use the POS Menu Viewer,

  1. Enter a specific store location (as you type, a drop-down list will present store locations; select the store location you wish to use)
  2. Type in the name of a menu item (as it is named in the POS database), or the menu item ID for a menu item. As you type, be sure to select the product from the drop-down list.
  3. In order to see the modifiers associated with the product, along with the POS IDs, you can expand the item by clicking on the “+” icon.

mceclip0.png

  

Mapping Instructions

 

Step 1: Mapping Products

Products within the Olo menu can be mapped to either one of the two entity types; “item” or “none”. They may have customer-facing names/verbiage that is different than what is defined in the POS according to the brand's intentions.

  1. “Item” Mapping: Most products would be mapped as “item”, and those can be standalone products or have modifiers associated with them (i.e. nested under them).

    How to map:


    a. Click "edit" under the item, next to the verbiage that says “no mapping set” (which is the default until mapping has been completed).

    mceclip1.png

    b. The entity “type” should already be set to “item”. If not, make sure to click on the “type” field and select “item” from the drop-down list.

    c. When entering the entity ID for the product, you are required to enter the menu ID as well as the menu item ID. You are able to copy both of the required IDs for the product right off of the POS menu viewer, but you would first need to expand the item details on the POS menu viewer tool. To expand, click on the "+" icon next to the verbiage that says "menus", and click on the "+" icon next to the menu ID. You will see the menu item, with a "copy" function next to it.

    mceclip5.png

    d. To copy the menu ID and the menu item ID together, click on the “copy” option on the POS Menu Viewer and click on the “paste” option next to the Entity id field
    **. The two IDs get copied into the Entity id field. If you wish, you could type in the IDs, or copy/paste them off of a document (you can use keyboard shortcuts to copy/paste off of a document), but due to the length of the ID and the fact that it contains a menu ID as well as a menu item ID, it would be best to use the POS Menu Viewer when mapping.

    When mapping an item, there should be no spaces between the menu ID and the menu item ID. They should only be separated by a comma.

    **When using the copy/paste functionality off of the POS menu viewer, you cannot use the keyboard shortcuts for copy/pasting (eg: CTRL + C & CTRL + V). You have to click on copy/paste. Copy/pasting off of the POS Menu Viewer reduces errors that could be caused by the wrong ID being entered/typed into the Entity id field.

    mceclip6.png

    d. Once completed, click "save" next to the entity id field.

    e. 
    Continue on to Step 2: Mapping Modifiers if there are modifiers associated with the product. If not, the item is all set!


  2. “None” Mapping: If the product at this level has no POS ID associated with it, then it could be mapped to “none”, whereby no POS ID needs to be entered into the “entity id” field. This can be thought of as a shortcut to point to the next group of choices in the ordering flow on Olo.

    For example, on the Olo Menu, there is a Mac & Cheese item, and the price of the Mac & Cheese depends on whether a customer picks a regular or small portion. In this case, since the base cost is dependent on the portion size;

    • The item within the Olo menu would be mapped to “none”
    • The size options would be set up as modifiers under the item (within the Olo company menu, but they can exist as items in the POS), and be mapped as “item” since they are in fact the base products with associated POS IDs.


Modifier_item_mapping.png

!Tip!

When an item is mapped to none within the Olo menu, the item will not get sent down to the POS, since it does not have an associated POS ID. Only products that are mapped to specific POS IDs can pull prices that are configured in POS and will, as a result, get communicated to the POS.


How to map:

a. Click "edit" under the item on the Olo menu, next to the verbiage that says “no mapping set” (which is the default until mapping has been completed).

Item_NONE_mapping.png

b. Click on the “type” field and select “none” from the drop-down list.

Item_None_mapping_2.png

c. Since we are mapping to “none”, you do not need to enter anything into the “entity id” field. Leave the entity ID field blank.

d. Once completed, click "save" next to the entity id field.

e. Click on modifiers under the item, and click "edit" on the modifier group containing the base product options.

mceclip7.png

f. Map the choices following the Item” Mapping instructions above.

  

 

Step 2: Mapping Modifiers

The same as with products, modifiers can be mapped to either one of two entity types; “modifier” or “none”.

  1. “Modifier” Mapping: Most modifiers would be mapped as “modifier”, to the appropriate component ID.

    How to map:

    a. Click "edit" under the modifier choice, next to the verbiage that says “no mapping set” (which is the default until mapping has been completed).

    mceclip8.png

    b. Set the entity type to “modifier”.


    c. You can copy the component ID for the modifier right off of the POS menu viewer, but you would first need to expand the item details on the POS menu viewer tool. To expand (based on this example), click on the "+" icon next to the Hamburger, and locate the modifier you would like to map to.

    mceclip9.png

    d. To enter the component ID for the modifier choice, click on the “copy” option on the POS Menu Viewer and click on the “paste” option next to the entity id field**. The component ID gets copied into the entity id field. You could type in the component ID, or copy/paste if off of a document (you can use keyboard shortcuts to copy/paste off of a document), but due to the length of the ID, it would be best to use the POS Menu Viewer when mapping.

    **When using the copy/paste functionality off of the POS menu viewer, you cannot use the keyboard shortcuts for copy/pasting (eg: CTRL + C & CTRL + V). You have to click on copy/paste. Copy/pasting off of the POS Menu Viewer reduces errors that could be caused by the wrong ID being entered/typed into the Entity id field.

    mceclip10.png

    e. Once completed, click "save" next to the "entity id" field.


  2. “None” Mapping: If the modifier at this level has no POS ID associated with it, then it could be mapped to “none”, whereby no POS ID needs to be entered into the “entity id” field. 

    For example, on the Olo Menu, Cheddar Cheese has been added as the default cheese option that comes with the Hamburger. If a customer went with this default option, that choice would not need to be sent down to the store. So in this instance, the Cheddar Cheese would be mapped to “none”.

    When a modifier is mapped to none, it will not get sent down to the POS. Only modifiers that are mapped as “items” or “modifiers” will get sent.

    How to map:

    a. Click "edit" under the item on the Olo menu, next to the verbiage that says “no mapping set” (which is the default until mapping has been completed).

mceclip11.png

b. Click on the “type” field and select “none” from the drop-down list.

mceclip12.png

c. Since we are mapping to “none”, you do not need to enter anything into the “entity id” field. Leave the entity ID field blank.

d. Once completed, click "save" next to the entity id field. 

 

Important Notes

  1. For any given product, there needs to be an entity mapped to “item”. If a product and its nested choices are only mapped to “none” and as “modifiers”, that will lead to order failures since there is no defined “item”.

  2. If an entity is mapped as an “item”, you cannot map another entity under that as an “item” as well. The nested choices would either need to be mapped as “none” or be mapped to “modifier”.

  3. Everything single product and modifier should be mapped to some entity type, in order for orders to be placed successfully.

  4. When looking at the data that is pulled through the POS Menu Viewer tool, you will see the exact structure of the product (i.e. the modifier choices that have been assigned to the product within the database). When creating products within Olo Menu Admin, you should pay close attention to the mapping of the modifier choices, especially if you are trying to share a modifier group that was built for a different item.

    For example, within the Olo menu, there is currently a "Select Bases" modifier group that is being used under a "Custom Rice Bowl" item. We would like to share this "Select Bases" modifier group under the "Mexican Rice Bowl" item as well. When sharing the modifier group, we would have to ensure that the mapping of the choices that have been entered into the Olo menu currently matches the mapping of the choices that have been assigned to the "Mexican Rice Bowl" item within the POS.

    mceclip13.png

 

Best practices to follow once menu mapping has been completed:

 

Didn't find what you need?

Submit a request to our Help Team and someone will
get back to you shortly.

Submit a request

Copyright © 2019 Olo. All rights are reserved.